About this opportunity
711 MS Smith Barney, LLC lists this Client Services & Portfolio Support Specialist opportunity in town/village of harrison, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Morgan Stanley is seeking a Portfolio Associate to provide client support and administrative assistance for a FA/PWA/team. The role covers client relationship cultivation, money movements, account inquiries, onboarding, and education on digital tools, while aligning with firm policies and daily operations.
You will manage calendars, travel, expense reporting, and in-office support tasks, working closely with the Business Service Officer to execute the team’s business plan and service model.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.